Within
Teamwork, you can view your events, tasks, and milestones via the site-level Calendar
area.
Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu.
Note: Collaborators with permission to view the
calendar will have view-only access to the
site-level Calendar area. They will not be
able to create events or generate iCal
feeds.
In the top
right of the Calendar, you can switch the
calendar view between month, week, and
day. The current date will be highlighted
in yellow in each view.
You can use the controls in the top left to switch to a different month/week/year, go to the next or previous month, or jump to the current month.
You can also click the link for the week number or the day of the month to jump straight to the week or day view.
Events
Events are shown on the day they are
scheduled, or spanning multiple days based on their duration:
- All day events will be displayed using a coloured bar to match the associated event type.
- Events lasting less than a day will show a colored dot to the left of the event name to indicate the event type.
If you hover over any event, you will see
any other details associated with the event, such as time,
description, who is attending, and creation & updated dates.
Milestones
In the calendar, milestones are shown on the
date they are due.
Hovering over a milestone will give you additional details such as the associated project, person responsible, and progress, as well as edit and delete options. Clicking the milestone will open a quick view on the right-hand side.
You can choose whether to show or hide milestones in the calendar via the filters pane. Click the filters button in the top right of the calendar.
In the filters pane, you can check or uncheck the option to show milestones.
Tasks
Using the advanced filters, you can switch between two view options for tasks in the Calendar. By default, this will be set to display by due date.
When due date is selected, the total number of tasks will be shown on
the calendar. Hovering over the task count will show you the corresponding list of tasks.
There are a few variances to the way the
tasks will show:
- Tasks with no start or due date
will not show on the calendar.
- Tasks with a due date but no start date will show only
on the day that they are due.
- Task with a start date but no due date will show on
each day until the task is
completed.
- Tasks with a start and due date will show
on each day until they reach the due
date in week view.
- In month view, tasks will only show on
their due date (if there is one set).
When you set the tasks filter to be based on duration, your calendar view will update to display tasks individually (in blue) across the total number of days they are running.
In the duration view, each day will show a maximum of three items (tasks, milestones, events) individually. Using the more count at the bottom, you can view the full list of items.
Filtering
Clicking the filters button in the top right of the Calendar area will open the filters pane on the right-hand side.
By default, the calendar will be filtered to the current user's events and the tasks shown will default to display based on due date.
Using the filters, you can refine the calendar to show events with specific
criteria:
- Event name
- Event types
- User - created or is attending the event.
- Projects - events private to certain projects' members.
- Show/hide tasks and milestones
Note: Only users on paid
subscriptions can save filters in the Calendar
and other areas of Teamwork.
Other options
If you click the options (three dots)
button in the top right of the
calendar section you will find:
- iCal
Feeds
- use this
option to generate a feed for
your calendar you can add to
any calendar system that supports
adding a calendar by
URL.
- Print - select
from:
- Agenda:
list events in agenda format,
select from the time frame you
wish to view, and whether to
include task tags.
- Calendar
(beta): generates a
printable calendar view of
your events.
- Edit event
types - to manage the event
types (this option is only available
to administrators in the owner
company).
For
more information, see: Filtering - Calendar